Folders & favorites
Organize by relationship and pin the people you reach for daily.
Contacts: a shared address book for the people your startup works with
Your startup's shared address book. Store investors, customers, advisors, vendors, and team contacts in one place, organize them into folders, mark favourites, and link them to leads and deals.
- SharingPer contact
- LinkingLeads + Deals
- ImportCSV
app.nautis.io/contacts
What is Contacts?
A shared address book is one list of the people a company deals with, kept where the whole team can reach it. Nautis Contacts stores investors, customers, advisors, vendors and team contacts with folders, favourites and per-contact sharing. You can scan a business card, import a CSV, download a vCard, and link a contact to its related leads and deals, so a name in the address book connects to the work around it.
Startup contacts usually live in four places: a founder's phone, a CRM nobody updates, a spreadsheet from the last conference and someone's inbox. When that founder is on a plane, nobody can find the lawyer's number. Contacts is the one list. Only First Name is required, and the rest (email, phone, company, job title, address, birthday, LinkedIn, Twitter/X and notes) fills in as you learn it.
Sharing is per contact, not all or nothing. Under Shared Access you pick the teammates who can see and edit each one, and owners always have access. That lets a founder keep a personal list of angel investors private while sharing vendors and customers with the whole team. Anyone not on the list won't see a contact unless they have an admin-level role.
The address book also connects outward. A contact's detail view has Related Leads and Related Deals, so the head of sales at a prospect links to that prospect in the Leads CRM. In MailBox, the contact picker in the composer searches this same directory.
Built for
- Founders consolidating their network
- Teams sharing one source of truth
- Operators linking contacts to leads and deals
Capabilities
What you can do with Contacts
Everything ships out of the box. No setup, no plugins, no extra tools.
Linked records
Related Leads and Related Deals on every contact.
Import & export
CSV import; export when you need it.
Per-contact details
Email, phone, company, job title, address, birthday, LinkedIn, Twitter/X and notes.
Use cases
How startups use Contacts
Getting 30 business cards in after a conference
Choose Add, then Scan Business Card, and photograph each card. Nautis pre-fills the form from what's on the card. Check the fields, drop each one into a Conference 2026 folder and click Create Contact.
Moving a spreadsheet of contacts in
Click Import, then Download Template for the expected columns and a sample row. Paste your list in, save as CSV and upload. Rows whose email already exists are skipped, and the summary tells you how many were imported, skipped or had errors.
Handing a new hire the right people
Your first sales hire starts Monday. Add them under Shared Access on the customer and partner contacts, but not on the investor folder. They see exactly what they need from day one.
Pulling everyone at one company
Use the folder picker to filter by a specific company, or Advanced Search for title, company and location together. Then click Export to download just that filtered view as a CSV.
Quick start
From zero to using Contacts
- 1
Add a contact
Manually or via import.
- 2
Organize
Folders, favorites, tags.
- 3
Link to records
Connect to a related lead or deal.
- 4
Search & reach out
Filter, find, and act.
Where AI touches your contacts
On workspaces with WhatsApp switched on, you can photograph a business card and send it to the Chief of Staff. It becomes a new contact, with an offer to add a lead too, and nothing is saved until you approve.
AI apps you connect, such as Claude or ChatGPT, can read contacts and, with write access, create and update them. They can't delete records. By default those writes wait for an owner or admin in the Approval Center, as the Chief of Staff guide describes.
A shared address book vs a phone's contacts vs a full CRM
A full CRM is for selling. A phone's address book is for one person. Most small teams need something in between first, then a CRM pipeline on top.
| Need | Personal phone or email contacts | Nautis Contacts | Full sales CRM |
|---|---|---|---|
| One list the whole team can reach | No | Yes, shared per contact | Yes |
| Keep some contacts private | Everything is private | Yes, through Shared Access | Varies by permissions |
| Business card scanning | Varies by phone | Yes, reviewed before saving | Varies by product |
| CSV import with duplicate skipping | Varies | Yes, matched on email | Usually yes |
| Links to leads and deals | No | Related Leads and Related Deals | Yes, the core of the product |
| Sales sequences and forecasting | No | No. Use the Leads CRM for pipelines | Yes |
Plans and limits
- Contacts must be enabled for your organization. Your plan may cap how many new contacts you can add each month, and the Add button is disabled when you hit it. See pricing.
What Contacts doesn't do
- Imports take CSV only. Export other spreadsheet formats to CSV first.
- People move in and out by CSV, or one at a time as a vCard. Don't expect a live sync with your phone's address book.
- Deleting a contact can't be undone.
- It's an address book, not a pipeline. Stages, deal values and follow-ups live in the Leads CRM and Fundraising CRM.
Contacts questions
What is a shared address book?+
It's one contact list a team uses together, so the lawyer's number or the investor's assistant isn't stuck in one person's phone. In Nautis each contact can be shared with chosen teammates or kept private.
What details can a contact hold?+
First Name is the only required field. You can also add email, phone, company, job title, address, birthday, LinkedIn, Twitter/X and notes, plus a folder and the teammates who can see it.
Can I export a single contact to my phone?+
Yes. Use the vCard download on the contact's detail view. The .vcf file imports into any phone or email client.
Can I see only my favourite contacts?+
Yes. Click the star on a contact's row or detail view, then pick Favorites in the folder picker to see only those.
How do I find everyone with a certain job title?+
Use Advanced Search above the list to filter by several fields at once, such as title, company and location.
Can I link a contact to a lead or deal?+
Yes. Open the contact's detail view — you'll see Related Leads and Related Deals sections where you can link existing records.
What happens to a contact's folder when I delete the folder?+
The contact stays — it just becomes 'Unfoldered'. You can re-file it any time.
Can I share my contacts with everyone in my organization?+
Pick all the teammates under Shared Access when you create or edit a contact. Anyone you don't list won't see it unless they have an admin-level role.
Does Nautis deduplicate contacts when I import?+
The importer skips rows that already exist (matched on email). The import summary tells you how many were imported, skipped, or errored.
Can I delete a contact?+
Yes — open the contact's detail view and use the delete action. You'll be asked to confirm because the action can't be undone.
Where does scanning the business card send my photo?+
The image is processed to extract text — only the structured data lands on the contact form for you to review. You can edit anything before saving.
Are contacts shared with the whole team?+
Only with the teammates you pick under Shared Access on each contact. Owners and admin-level roles can see every contact.
Can I sync to Google Contacts?+
Imports/exports are CSV today; calendar integrations cover meeting flows.
Your first hire, before your first hire
Hire your Chief of Staff today.
Full business context from the first conversation. Daily operations, fundraising, revenue and finance, run with you. You approve every move. It handles the rest.
Nothing leaves your workspace without your yes.